CRM functionality ensuring key client data is centrally managed. Build & manage relationships, client and group data and tasks
A new Dawn in practice management for accountants
Connected core modules working together, giving you back control and offering the clearest view of your firm data
Professional Practice Suite
Client
Module
Our CRM system centralises key data, provides actionable insights, and offers custom views, making client management easy and efficient.
CRM Functionality
Client Dashboard
Summary view of all key components of your client for quick access to key insights such as value, WIP, jobs and groups
Bulk Update Data
Easily bulk update assignment of clients to a different staff member in case someone moves on
Lightweight Reporting
Configure you own personal view with custom fields and columns, Removing the need to export data, each user gets the right insights at the right time
Debtor Control
Structure your client groups and allocate debtor client ensuring the right entity is invoiced. Track WIP at job or group level
Org Structure Data
Build out a visual map of your client relationships for each entity
Workflow
Module
Streamline workflows with custom dashboards, task templates, and Kanban views! Track job progress, collaborate effortlessly, and integrate time & billing for real-time project visibility.
Custom Dashboards
Highly configurable job lists ensure only ‘relevant to them’ data is shown to each user
Job & Task Templates
Easily standardise your job structures across teams and divisions saving hours.
Bulk Update Data
Easily bulk update job assignment to a different staff member in case someone moves on
Kanban View
Toggle between list and Kanban views of your workflow to get the view that works best for you.
Integrated Time & Billing
Easily track estimates vs actual costs, profitability and WIP with workflow integrated to our time and billing modules
Queries & Collaboration
Inbuilt queries and communications module integrated to Outlook 365 allowing you to collaborate and track your work
Billing
Module
Automate billing across entities with recurring invoices, flexible write-offs, and WIP management. Simplify disbursements and ensure timely, accurate invoicing for all your clients.
Multi Entity Billing
Easily manage billing across your whole firm regardless of divisional structures. Assign billing entity at client or job level for full control of reporting, WIP and invoicing.
Write up/off + Carry Forward
Very flexible billing functionality allowing you to manually proportion at a time entry level and write up/off and carry forward WIP.
Reccuring Invoicing
Save time with automated recurring invoices for regular and repetitive invoices.
Disbursement Management
Select multiple jobs to invoice at the same time. Debtor client automatically assigned.
Timesheets
Module
Track time effortlessly with automated suggestions and real-time insights. Ensure profitability with variable rates, customizable entries, and a dashboard to keep your timesheets up to date!
Suggestions based on Work completed
Transform how you track time with Kloud Connect’s Timesheet Suggestions – automatically generating entries based on your activity and streamlining the timekeeping process.
Effort Metrics Dashboard
Calendar on home dashboard highlights which days staff have not entered timesheets, prompting them to keep data up to date.
Variable charge out rates
Pre Set multiple rates for each staff member to easily control variable billing
Job/Task or Dollars/Units
Kloud Connect can be structured to capture time however your firm is set up
Capacity Planning
Module
Balance workloads and optimize resources with integrated capacity planning. Track team utilisation, forecast needs, and assign tasks efficiently with real-time data insights.
Integrated to Workflow
Easily manage staff capacity with a planning module that connects job estimate data from workflows
Team View
Access your teams capacity plan to easily understand where work should be assigned
Track Utilisation
Track personal and team utilisation
Custom Structures
Customise hours per week and leave settings to flexibly track any user
Document Management
Module
Keep documents secure and organised with version control, SharePoint integration, and easy tagging. Manage all your data seamlessly while maintaining full ownership and control.
Version Control
Easily identify the most up to date documents without losing access to prior changes
Comment & Tag
Add key meta data as a description, comment or tag to easily maintain key document information
SharePoint Integration
Choice to integrate your own SharePoint allowing you to maintain security and control of your data
Outlook Integration
Outlook plug in will auto attached documents from emails saved under job or client
Reporting
Module
Access powerful insights with custom Power BI dashboards, automated reports, and flexible views. Optimise decision-making and gain full control over your firm’s data and performance metrics!
Power BI Dashboards
Market leading analytics allowing you optimise operations, make faster business decisions, reduce risk of lost WIP and write offs.
Gain newfound insights in to your clients, workflow and staff
Lightweight Reporting
Configure you own personal view with custom fields and columns in each module. 1 click export to excel to easily access data outside of the app if required
Custom Reporting
Our PT 2.0 team can help you extend on what we offer with custom reporting as well as assist you with any other custom reporting requirements including combining data from other systems.
Standard Reporting
Common reports available by default removing the need to set up manually. Inbuilt filters such as dates, staff or division